CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+0.16%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$431M
AUM Growth
-$938K
(-0.22%)
Cap. Flow
+$701K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
52.65%
Holding
463
New
51
Increased
76
Reduced
94
Closed
37
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.58M |
| 2 |
Schwab International Equity ETF
SCHF
|
$681K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$453K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$431K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$296K |
Top Sells
| 1 |
Apple
AAPL
|
$615K |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$423K |
| 3 |
Abbott
ABT
|
$289K |
| 4 |
Merck
MRK
|
$283K |
| 5 |
Vanguard Growth ETF
VUG
|
$251K |
Sector Composition
| 1 | Technology | 2.96% |
| 2 | Healthcare | 2.26% |
| 3 | Financials | 1.37% |
| 4 | Industrials | 0.87% |
| 5 | Consumer Discretionary | 0.58% |
